Simply put, our goal is to sell your business for the maximum possible after-tax proceeds at the best terms, while acting with integrity.
Price it right. Devise a tailor-made marketing strategy. Create distinctive marketing materials that make a serious buyer lean in.
A multi-level disclosure process: blind profile, then confidential profile, then detailed offering. Staff, customers and competitors learn nothing until you decide they should.
We screen prospects hard to avoid dead-end deals. You meet buyers who are qualified, funded and serious.
Negotiate and structure the best possible price and terms, help secure third-party financing where applicable, and coordinate due diligence and closing activities.
A defensible view of what the market will pay, at no cost when a listing agreement is entered into. How value is assessed →
The future is coming. We map the timeline, the tax consequences and the life that follows closing.
Work done twelve to twenty-four months out that removes a buyer’s reasons to discount.
Distinctive materials and staged disclosure to a vetted pool of strategic and financial buyers.
Independent appraisal of the hard assets, so plant and equipment are not handed over at a guessed number.
Strategic alliances with attorneys and CPAs. Ask us about ESOP options and ways to reduce or defer taxes on a sale.
Commission is based on Total Consideration using a double Lehman formula. Total Consideration includes cash and all other consideration received by or for the benefit of the Seller, its shareholders, partners, agents or employees, directly or indirectly, for the sale of the business. The complimentary Broker Opinion of Value assumes a listing agreement is entered into between the parties.
How SDE, EBITDA and add-backs actually get scored, and the six adjustments owners most often miss.
Send me the guideA free, no-obligation conversation about goals and timing. Nothing leaves the room.
Recast financials, Broker Opinion of Value, a clean data room and distinctive marketing materials.
Blind profile distribution, NDA execution and buyer qualification. You approve every disclosure.
Offer evaluation, letter of intent and deal structuring alongside your counsel and CPA.
Diligence management, financing coordination and transition planning through funding.
Tell us where you are. No pressure, no obligation, and nothing leaves this office.